2025 Compliance and Tax Preparation
Step 1: Upload Your Documentation
To get started, please upload the following documents so we can complete your 2025 bookkeeping, valuations, and tax compliance accurately:
StatementsUpload all 2025 statements related to your Charitable Bank, including:
- Bank statements
- Brokerage account statements
- Cryptocurrency exchange statements
- Purchase and sale records
- Appraisals and valuation reports
- Loan documents, notes, or security agreements
- Any other documentation related to asset contributions or acquisitions
Tax ReturnsUpload prior personal and business tax returns (as applicable) so we can determine the tax basis of assets before they were contributed to the Charitable Bank. If our firm has prepared your prior-year tax returns, you likely do not need to upload these again—this typically applies only to new clients.
If you believe you have already uploaded some or all of these documents, or that our firm already has them on file, please proceed with what you can. We will review what is available and confirm any remaining items with you during a scheduled call.
